Planning for a Successful Tax Year End

Where are you heading in life? That’s a question that many of us have been asking ourselves over the past year. If you know the answer, one thing’s for sure – having a solid financial foundation and ensuring your money is working as hard as possible for you and your loved-ones will really help.

The good news is, although your destination may be near or far, it’s easy to take the financial steps that can help get you there. As well as considering tax planning for the current tax year, it’s important to put in place strategies to minimise tax throughout the next tax year.

The majority of planning strategies have greatest effect if implemented before a tax year begins.

Wealth Management with Purpose

Wealth - True wealth has different meanings to different people. What counts is how money can enable us to live the life we want. A thorough understanding of your key motivations allows us to help you achieve your wealth.  

Sustainability - Is about having a positive impact, creating a legacy, and leaving those we meet, our communities and the planet in a better position.

CF Wealth can provide advice to clients in both United Kingdom and Hong Kong. With offices and advisers regulated in both jurisdictions, we are ideally placed to advise clients with links to both countries. The advisers in Hong Kong are licensed by the Securities & Futures Commission and the Insurance Authority, and in the UK by the Financial Conduct Authority.

Our commitment to sustainability means that we are constantly striving to have an accountable social and environmental impact in everything we do.

Our services

Wealth Management

Build, protect and develop a personalised wealth management plan.

Investment Planning

Help improve your financial future with the right investment strategy.

Repatriation

We can navigate through the financial maze of expat tax and repatriation.

Sustainable Investing

Conscientious investors may look at ways to grow their wealth and hold true to their values. Sustainable investing is about creating a portfolio of socially responsible investment choices that deliver a long-lasting, positive impact on the planet while offering financial returns. As a Partner Practice of St. James’s Place, we have access to a wide range of portfolios.

Environmental, social and governance (ESG) factors are at the cornerstone of sustainable investing. Talk to our experts about how we can help you achieve your goals for sustainable investing.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.

Latest Updates

Are Your ISA Savings Working Hard for You?

The reality is that many people fail to make the most of the tax benefits on offer for their ISA savings. With time to think about our finances being one of the few benefits of lockdown, now could be an opportunity to review those plans.

How to Beat Inheritance Tax in Five Easy Moves

Planning now to mitigate the impact of Inheritance Tax can improve not only your life, but also your family’s.

Don’t Get Caught in the 60% Tax Trap

There’s a little-known tax ‘sinkhole’ that could catch you unawares and leave you paying more tax than you need to. We look at ways to sidestep it.

Are Your ISA Savings Working Hard for You?

The reality is that many people fail to make the most of the tax benefits on offer for their ISA savings. With time to think about our finances being one of the few benefits of lockdown, now could be an opportunity to review those plans.

How to Beat Inheritance Tax in Five Easy Moves

Planning now to mitigate the impact of Inheritance Tax can improve not only your life, but also your family’s.

Are Your ISA Savings Working Hard for You?

The reality is that many people fail to make the most of the tax benefits on offer for their ISA savings. With time to think about our finances being one of the few benefits of lockdown, now could be an opportunity to review those plans.

Contact Us

CF Wealth

Tel: 020 8042 0156
Floors 1-3,
116 Brompton Road,
Knightsbridge, London
SW3 1JJ

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